Salesforce Emily

Posted inin Salesforce Certifications

Salesforce Platform App Builder Certification Overview

Posted byby Emily Call
October 11, 2023

The Salesforce Platform App Builder Certification is a credential that demonstrates an individual’s expertise in designing, building, and customizing applications on the Salesforce platform. Whether you are an aspiring Salesforce...

Posted inin Salesforce Admin
Salesforce Reporting

Report Formulas in Salesforce

Posted byby Emily Call
October 10, 2023

Salesforce reports allow users to analyze data, gain insights, and make informed decisions. While standard reports provide valuable information out-of-the-box, there are times when you need to perform more complex...

Posted inin Common Errors
Salesforce Admin

Add Google Analytics 4 to your Salesforce Experience Site

Posted byby Emily Call
August 22, 2023

Adding Google Analytics to your salesforce experience site can be a really power tool to gather insight into your company’s health. This helps to show the details about how many...

Posted inin Common Errors
Salesforce Admin

Send Custom Notification Using Salesforce Surveys

Posted byby Emily Call
August 22, 2023

Sending a custom notification using salesforce surveys is a great tool to have in your pocket! It can help you notify your salesforce users of important updates to their customers...

Posted inin Common Errors
Salesforce Admin

Update a Record Using Salesforce Surveys

Posted byby Emily Call
August 22, 2023

Using Salesforce surveys to update your records is a really powerful tool! This can be a crucial piece in making your data quality the best it can be! Some use...

Posted inin Common Errors
Salesforce Admin

Create a New Record with a Salesforce Survey

Posted byby Emily Call
August 22, 2023

Creating a new record with a salesforce survey is a really great tool to have in your pocket! Use cases could include creating a new lead from a survey or...

Posted inin Common Errors
Salesforce Admin

Merge Fields in Salesforce Surveys

Posted byby Emily Call
August 18, 2023

Merge fields in salesforce surveys are an incredibly powerful tool! These are fantastic to add personalization to your surveys when gathering feedback. This feedback is incredibly important and using merge...

Posted inin Common Errors
Salesforce Admin

Create a Data Mapping in Salesforce Surveys

Posted byby Emily Call
August 18, 2023

Data Mapping in Salesforce Surveys is a really powerful tool when collecting data from your customers. It can help your data in incredible ways! The main point when it comes...

Posted inin Common Errors
Salesforce Admin

Add a Matrix Question to Your Salesforce Survey

Posted byby Emily Call
August 14, 2023

Matrix questions are an incredibly powerful tool to add to your salesforce survey! This tool allows you to add multiple questions in a disagree-to-agree scale to gain a lot of...

Posted inin Salesforce Admin
Salesforce Essentials

Exporting a Report in Salesforce

Posted byby Emily Call
August 13, 2023

In the fast-paced world of business, the ability to transform raw data into actionable insights is invaluable. Salesforce, a leading customer relationship management (CRM) platform, not only empowers organizations to...